Protection

Our aim

We can help you protect your assets and loved ones should the worse happen

A key part to financial planning is assessing the different types of risk and planning accordingly. Early death, disability and illness are all types of risk. We will help you assess and the impact they could have on you and your family and recommend affordable strategies to protect against them.

From a Business prospective we are not talking about the accepted fire, theft and accidental damage protection aspects but the often over looked aspect of protecting a business's success and the key persons that contribute to that success.

Let's not forget protecting your money from the tax man.

There are two certainties in life 'death and taxes' and when it comes to inheritance tax the two things collide. Robson Taylor IFA Ltd provides advice and guidance around the implications of different tax regimes as they apply to different types of trusts. We understand that there is an increasing need's for bespoke specialist advice and we are well equipped and experienced to help you in this area.

There are many things your loved ones will have to go through when you die - you don't want an inheritance tax headache to be one of them.

Core Services:

Is your family protected if you die?

Death tends to be a taboo subject in UK culture, but there are times when we need to bring the inevitable to the forefront and discuss issues surrounding it.

Robson Taylor IFA Ltd

Address: 2-4 Henry Street, Bath. BA1 1JT

Phone: (01225) 331000

Fax: (01225) 338100

Email: info@rt-ifa.co.uk

Client Quotes

Simon Kane, Former Senior Manager, Kraft Foods

I have found them extremely professional and trustworthy and would recommend their services to anyone who wishes to get and take sound financial advice in an uncertain and changing world. We hope to continue to work with them in the years to come.

Ian Crossman, Former Director, Robbin Engineering

RTIFA have been looking after our investments since 2004. We have always found them extremely professional, honest and trustworthy

RTIFA have provided us with a very personnel service. We have been extremely satisfied with the results achieved for us in what has been, and remains, a very tough market for savers and investors.

About Us

We are a highly qualified, friendly team including Para-planners and Administrators, working closely with our external compliance support, located in the heart of Bath.

We are a close, small, dynamic team with a wealth of experience in the Financial Services sector, always striving to put clients at the heart of everything we do, we are well respected within the area with close connection to large Accountancy companies, focused on building long term relationships with our clients, where we have been providing advice for over 20 years.

We are proud of our open, friendly, trustworthy approach demonstrated by the number of clients that have been with us for many, many years.

Paul Timmins DipPFS, Ba(Hons)Managing Director

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at customers in the UK.